Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.2B
AUM Growth
+$4.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,774
New
Increased
Reduced
Closed

Top Buys

1
+$746M
2
+$733M
3
+$491M
4
IAU icon
iShares Gold Trust
IAU
+$378M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$149M

Top Sells

1
+$559M
2
+$128M
3
+$81.9M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$18.3M
5
AAPL icon
Apple
AAPL
+$17.9M

Sector Composition

1 Technology 2.83%
2 Consumer Discretionary 1.41%
3 Financials 1.4%
4 Healthcare 1.32%
5 Communication Services 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2401
$1K ﹤0.01%
+65
2402
$1K ﹤0.01%
2,500
2403
$1K ﹤0.01%
100
2404
$1K ﹤0.01%
29
-187
2405
$1K ﹤0.01%
48
2406
$1K ﹤0.01%
+36
2407
$1K ﹤0.01%
+37
2408
$1K ﹤0.01%
6
2409
$1K ﹤0.01%
69
+20
2410
$1K ﹤0.01%
179
-10,962
2411
$1K ﹤0.01%
+251
2412
$1K ﹤0.01%
15
2413
$1K ﹤0.01%
20
2414
$1K ﹤0.01%
+34
2415
$1K ﹤0.01%
+70
2416
$1K ﹤0.01%
31
2417
$1K ﹤0.01%
+34
2418
$1K ﹤0.01%
36
-97
2419
$1K ﹤0.01%
44
2420
$1K ﹤0.01%
200
2421
$1K ﹤0.01%
9
-69
2422
$1K ﹤0.01%
9
-1,720
2423
$1K ﹤0.01%
152
2424
$1K ﹤0.01%
16
-1,020
2425
$1K ﹤0.01%
110
95 96
97
98 99